Tag Archives: oil prices

We checked in with a whole bunch of our oilfield service and E&P contacts this week. What we heard from them sure sounds like complete capitulation in the oilfield market. The bottom is coming into focus. Here’s what folks we talk to are saying… There’s a lot more to this …

You’ve gotta see this chart to believe it. Consider our minds blown. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has …

We know you know the logic, but on days like today, it’s good to read and re-read the crude oil cyclical rationale in it’s simplest form, which is as follows: There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

The Texas Railroad Commission (and a whole bunch of oilfield folks) had a very busy Tuesday. The three Commissioners hosted a nearly 9-hour long virtual open hearing on Tuesday, taking petitions for and against prorating Texas oil production. 20,000 viewers tuned in to watch the webcast. A whopping 53 industry …

For most of the oilfield business people we know and interact with, the price of oil is noise until it isn’t. It’s one of those things that doesn’t matter until it does. And right now, it certainly does. And here’s what caught our eye in this historic week… There’s a …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a …

Looking at today’s depressed stock prices for tight oil operators and declining E&P activity trends, you’d never guess that this is actually a relatively wonderful time to be an E&P operator actively developing US tight oil resources. There’s a lot more to this story… Login to see the full update…  …

With Morgan Stanely also pushing an M&A narrative this week, Paul’s piece is timely. Paul’s been making the case for consolidation in E&P for about two years… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Our latest guest post contains an important message regarding the current state and future of the E&P industry. We are bringing it to you in two pieces. This week, our guest contributor sets the stage on the current environment and tiers that have developed in the E&P industry. Next week, …

Here at Infill Thinking, we are humble oilfield service guys by trade not well heeled oil price pundits. That said, we regularly talk to some of the best crude oil minds in the business. When they share noteworthy observations, we pass them along. One such oil price expert we check …